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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR #6500 · CHICAGO, IL 60606 | Advisory (Plan) | $15,014 |
RBC WEALTH MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $8,302 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,021 | $86,332+14.7% | $125,175-20.9% | $65,185+51.9% |
| Participation rate | 65.2% | 75.3%-10.1pp | 79.8%-14.6pp | 70.2%-5.0pp |
| Annual return | 19.56% | 27.43%-7.9pp | 43.79%-24.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,625 | $3,537+2.5% | $4,937-26.6% | $3,514+3.2% |
| Admin fee / account holder | $222 | $609-63.6% | $9,702-97.7% | $847-73.9% |